Sign in

Removing a document image from a bill

OVERVIEW

Perhaps a document has been incorrectly assigned to a bill and you need to remove it so it can be properly associated to another bill or document.

To remove (unassociate) a page from a bill:

  1. Click the Inbox tab
  2. Click History. This displays the Files History table, which lists every document you've sent into Bill.com and processed
  3. Click the name of the file whose page(s) you wish to unassociate. The image of one page of this bill will now display, along with the "This page is:" box
  4. Use the forward and back arrows to navigate to the page you wish to remove (unassociate)
  5. When you reach the page you wish to unassociate, in the "This page is:" box, click Unassociate.
    • The options in the "This page is:" box- 
      • Delete this page (by clicking Unnecessary) 
      • Restore it as part of the bill (by clicking Part of the previous item) 
  6. The next page of the bill will display. Repeat this process. When you've processed the last page, the Document Processing page displays with a message indicating you have finished processing all of the documents
  7. Click the Inbox tab to begin tagging another bill, or click any other tab to begin another Bill.com task

NOTE

When you first click Unassociate, you are essentially "untagging" the page. Any unassociated page is returned to your Bill.com Inbox. There you can view this page, or include it (i.e. re-associate it) with a document or a bill, or delete it.


Have more questions? Submit a request
Powered by Zendesk